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Dimensional Etf Trust National Municip shares owned by Compass Financial

Quarter-by-quarter ownership of Dimensional Etf Trust National Municip (DFNM) shares owned by Compass Financial from 13F filings

Historical chart of Compass Financial investment in Dimensional Etf Trust National Municip

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust National Municip held by Compass Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust National Municip by Compass Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.2M 189k 48.51
2023-09-30 $8.0M 171k 46.47
2023-06-30 $8.0M 168k 47.63
2023-03-31 $8.2M 170k 48.32
2022-12-31 $8.2M 172k 47.81

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Janus Detroit Str Tr (JAAA)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Dimensional Etf Trust National Municip (DFNM)
Vanguard Small-Cap ETF (VB)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Capital Group Core Plus Inco (CGCP)
J P Morgan Exchange Traded F ultra shrt (JPST)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Total Stock Market ETF (VTI)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard Europe Pacific ETF (VEA)
Dimensional Etf Trust (DFIV)

View all positions for Compass Financial

Top funds holding Dimensional Etf Trust National Municip

Truepoint
Foster Group
First Ascent Asset Management
Beaird Harris Wealth Management
Pathstone Holdings
Buckingham Asset Management
MBL Wealth
Sequoia Financial Advisors
Commonwealth Equity Services
Rather & Kittrell
Austin Wealth Management
Wealth Enhancement Advisory Services
Graves-Light Private Wealth Management
RAM Investment Partners
PBMares Wealth Management

View all funds holding Dimensional Etf Trust National Municip